Truist Financial’s Capital Group Municipal Income ETF CGMU Stock Holding History

Truist Financial’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.9M	Buy	871,296 +106,058	+14%	+$2.9M	0.03%	390
2026 Q1	$20.8M	Buy	765,238 +278,564	+57%	+$7.68M	0.03%	403
2025 Q4	$13.3M	Buy	486,674 +52,946	+12%	+$1.45M	0.02%	519
2025 Q3	$11.8M	Buy	433,728 +45,418	+12%	+$1.22M	0.02%	558
2025 Q2	$10.4M	Buy	388,310 +56,794	+17%	+$1.51M	0.02%	568
2025 Q1	$8.89M	Buy	331,516 +32,963	+11%	+$891K	0.01%	603
2024 Q4	$8.04M	Buy	298,553 +16,603	+6%	+$451K	0.01%	644
2024 Q3	$7.74M	Buy	+281,950	New	+$7.69M	0.01%	669

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial's CGMU Position: Q2 2026 in Review

Truist Financial increased its Capital Group Municipal Income ETF (CGMU) stake by 14% in Q2 2026, buying an estimated $2.9M and bringing the position to 871,296 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #390.

Truist Financial first reported a position in CGMU in Q3 2024 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Truist Financial held 871,296 shares of Capital Group Municipal Income ETF worth $23.9M as of Q2 2026.
Truist Financial bought 106,058 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $2.9M.
Capital Group Municipal Income ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #390 holding.
Truist Financial first reported a position in Capital Group Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.